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Legacy Hub

A central repository of helpful resources designed to help advisors & their clients more effectively achieve their unique visions for lasting legacies.

Featured Collections

  • Estate Planning Resources

    Everything advisors & their clients need to know about estate planning.

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  • Product & Company Announcements

    Get the latest updates about wealth.com's product offerings.

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  • The Practical Planner Podcast

    A podcast for advisors about delivering more effective Estate Planning.

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  • Trends & Insights

    Innovative perspectives from wealth management industry leaders.

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Estate Planning Resources

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wealth.com raises $30 million Series A led by GV (Google Ventures)

wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

5 min read
Sep 16 2024
wealth.com raises $30 million Series A led by GV (Google Ventures)

wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

5 min read
Sep 16 2024
The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

16 min read
Oct 15 2024
An image for an article detailing what probate is in estate planning, how it works and how you can avoid it

What is Probate, and How Can You Avoid It?

10 min read
Sep 27 2024
How to decide if an individual or joint trust is right for you

Individual vs. Joint Trust: How to Decide Which is Right for You

17 min read
Sep 18 2024

The Practical Planner Podcast

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Introducing The Practical Planner

1 min read
Oct 9 2023
Practical Planner podcast episode 26 about credit shelter trusts hosted by wealth.com

Everything You Need to Know About Credit Shelter Trusts

1 min read
Oct 8 2024
Practical Planner podcast episode with Dasarte Yarnway about how he helps his own clients with estate planning

How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway

1 min read
Sep 24 2024
Practical Planner podcast episode 24 about estate planning gifting and taxes

Everything You Need to Know About Gifting (& Taxes)

1 min read
Sep 10 2024

Product & Company Announcements

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Product updates at wealth.com for September 2024

What's New at wealth.com - September 2024

4 min read
Sep 24 2024

What's New at wealth.com - July 2024

4 min read
Jul 25 2024

Wealth.com Announces Family Office Suiteâ„¢: Cutting-edge estate management for highly complex estates

3 min read
Jun 21 2024

Trends & Insights

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SECURE Act Update: The Treasury Department Clarifies How 2019 Law Affects Inherited Retirement Accounts

7 min read
Jul 22 2024

SECURE Act Update: The Treasury Department Clarifies How 2019 Law Affects Inherited Retirement Accounts

7 min read
Jul 22 2024

SECURE Act Update: Inheritance Impacts & Case Studies

11 min read
Aug 1 2024
A guest post by Anna N'Jie-Konte about how financial advisors can help their clients approach hard conversations related to their estate plans

How Advisors Can Address Resistance to Estate Planning

9 min read
May 17 2024

Hope, Healing & Estate Planning: How financial advisors can help their clients find peace

5 min read
Jun 7 2024